Finally, no longer expensive, page-21

interesting you wouldn't have CSL or any bank shares...

Yes. Point is, it isn't intended to be the definitive collection of stocks; rather, it was merely a listing of stocks that I would probably commence buying, or add if I felt I did not have sufficient exposure, in the event that I had surplus capital.

I love CSL the business, but I'm not sure I'd consider it the smartest investment I could make today given its current valuation.

On a related note, though, it is not lost on me that that list of stocks is heavily weighted by some small-, and indeed, micro-, cap stocks; but I guess that's really a statement about how strong most large caps stocks have performed over the past 3 or 4 years.